Financial Advisor: Client-Centric Wealth & Digital

JP Morgan Chase; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Wellness program

401k

Employee stock purchase plan

Employee discounts

Job summary

JPMorgan Chase & Co. is hiring in the Philippines to connect clients with tailored investment solutions, leveraging technology and a customer-first approach. You’ll interact with clients to understand financial goals and deliver guidance with a holistic banking perspective.

The role emphasizes relationship-building, disciplined practice management, and educating clients on digital tools to monitor and manage investments. A strong customer focus is essential.

Qualifications

• 1 year in a Banker role or equivalent experience in financial services.
• Demonstrated success in new client acquisition, cultivating and maintaining customer relationships.
• A valid and active Series 7.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 90 days of starting in the role as a condition of employment.
• Bachelor’s degree preferred.

Responsibilities

• Interact with clients to offer investment solutions and financial guidance.
• Build a book of business through relationship management and customer education.
• Embrace JPMorgan Chase's One Chase Approach to understand clients’ needs beyond investments and promote digital channels.

Skills

Teamwork

Relationship management

Customer focus

Digital banking

Education

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is hiring in the Philippines to connect clients with tailored investment solutions, leveraging technology and a customer-first approach. You’ll interact with clients to understand financial goals and deliver guidance with a holistic banking perspective.

The role emphasizes relationship-building, disciplined practice management, and educating clients on digital tools to monitor and manage investments. A strong customer focus is essential.